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Beta Wealth Group’s Starbucks SBUX Stock Holding History

Beta Wealth Group’s Portfolio SBUX Stock Details SBUX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$548K Buy
6,114
+103
+2% +$9.74K 0.23% 75
2025
Q4 		$506K Sell
6,011
-297
-5% -$25.1K 0.2% 80
2025
Q3 		$534K Buy
6,308
+899
+17% +$80.5K 0.21% 81
2025
Q2 		$496K Buy
5,409
+3
+0.1% +$260 0.18% 73
2025
Q1 		$530K Sell
5,406
-98
-2% -$10.1K 0.19% 65
2024
Q4 		$502K Buy
5,504
+3
+0.1% +$290 0.22% 71
2024
Q3 		$536K Buy
+5,501
New +$472K 0.24% 73
2023
Q1 		– Sell
-4,300
Closed -$427K – 112
2022
Q4 		$427K Buy
4,300
+300
+8% +$28.3K 0.29% 59
2022
Q3 		$337K Buy
4,000
+200
+5% +$17K 0.24% 58
2022
Q2 		$290K Buy
3,800
+300
+9% +$23K 0.19% 66
2022
Q1 		$318K Sell
3,500
-805
-19% -$76K 0.21% 67
2021
Q4 		$475K Hold
4,305
– – 0.34% 43
2021
Q3 		$475K Buy
4,305
+238
+6% +$27.9K 0.34% 43
2021
Q2 		$454K Buy
+4,067
New +$460K 0.32% 45

Other funds holding SBUX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beta Wealth Group's SBUX Position: Q1 2026 in Review

Beta Wealth Group increased its Starbucks (SBUX) stake by 1.7% in Q1 2026, buying an estimated $9.74K and bringing the position to 6,114 shares worth $548K. The position accounts for 0.23% of the portfolio, ranked #75.

Beta Wealth Group first reported a position in SBUX in Q2 2021 and has held it in 14 quarters since. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Beta Wealth Group held 6,114 shares of Starbucks worth $548K as of Q1 2026.
  • Beta Wealth Group bought 103 Starbucks shares in Q1 2026, an estimated $9.74K.
  • Starbucks made up 0.23% of Beta Wealth Group's portfolio in Q1 2026, its #75 holding.
  • Beta Wealth Group first reported a position in Starbucks in Q2 2021 and has held it in 14 quarters since.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.